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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
651
Chesapeake Wealth Management
Virginia
$274K -$1.7K -25 -0.6%
NRS
652
Neville Rodie & Shaw
New York
$271K – – –
BCM
653
Becker Capital Management
Oregon
$271K +$291K +4,282 New
FAM
654
Flaharty Asset Management
Florida
$271K +$291K +4,284 New
OSAM
655
O'Shaughnessy Asset Management
Connecticut
$270K +$71.2K +1,047 +33%
MA
656
MONECO Advisors
Connecticut
$269K +$1.22K +18 +0.4%
GWA
657
GGM Wealth Advisors
Maryland
$268K +$136 +2 +0%
SWP
658
Stratos Wealth Partners
Ohio
$268K +$8.36K +123 +3%
AIP
659
Almanack Investment Partners
Pennsylvania
$267K -$25.4K -374 -8%
DW
660
Domani Wealth
Pennsylvania
$267K – – –
MA
661
Mezzasalma Advisors
New Jersey
$267K – – –
ZCA
662
Zeke Capital Advisors
Pennsylvania
$267K – – –
SS
663
Simplicity Solutions
Minnesota
$267K +$26.6K +391 +10%
BRWM
664
B. Riley Wealth Management
Tennessee
$267K +$39.3K +578 +16%
GIA
665
Gladstone Institutional Advisory
Florida
$264K +$41.5K +611 +17%
OIA
666
OneDigital Investment Advisors
Kansas
$264K +$283K +4,165 New
IAA
667
Independent Advisor Alliance
North Carolina
$263K -$13.1K -193 -4%
MCM
668
McRae Capital Management
New Jersey
$261K – – –
WT
669
Whittier Trust
California
$260K +$612 +9 +0.2%
PFPT
670
Pinnacle Financial Partners (Tennessee)
Tennessee
$260K +$280K +4,114 New
NB
671
NBT Bank
New York
$257K – – –
WWM
672
Western Wealth Management
Colorado
$254K -$109K -1,610 -29%
DGAM
673
Desjardins Global Asset Management
Quebec, Canada
$253K -$153K -2,246 -36%
EHC
674
Everett Harris & Co
California
$252K – – –
MCM
675
Mainstay Capital Management
Michigan
$252K – – –
25 26
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